Triad Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Triad Financial Advisors’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.24M	Buy
2023 Q2	$1.22M	Sell
2023 Q1	$1.11M	Sell
2022 Q4	$1.14M	Hold
2022 Q3	$890K	Sell
2022 Q2	$977K	Buy
2022 Q1	$1.17M	Sell
2021 Q4	$1.5M	Buy